America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 28
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
JTC
Jim Paladino
Co-Regional Head –
USA – Private Client
Services
JTC Group
New York: 575 Madison Ave, Fl 20, New York, NY 10022
Delaware: 200 Bellevue Pkwy, Ste 500, Wilmington, DE 19807
South Dakota: 140 N Phillips Ave, Ste 301, Sioux Falls, SD 57104
Funds, Corporate and Private Client Services | JTC Group
JTC Group is a publicly listed, global professional services business with deep
expertise in trust administration, fund, corporate and private client services.
JTC employs over 2,300 people across 32 global offices and has over
$410 billion of assets under administration (AUA). Within the private client
team in the US, JTC operates under the JTC brand name and South Dakota
Trust Company, which is a JTC Group company. Over the past 38 years, JTC
has built a reputation as one of the world’s most trusted financial services
partners for institutional and private clients. We have done this by combining
sector-specific expertise with a top-quality team that cares about delivering
the best possible service for our clients.
Every JTC person is an owner of the business, and this fundamental part of
our culture aligns us with the best interest of all our stakeholders. We build
long-lasting client relationships and always strive to deliver the gold standard
of client service.
Matt Tobin
Co-Regional Head –
USA – Private Client
Services
At JTC, we help individuals and
families to manage their estate
and assets efficiently. We work
with clients who are based all
over the globe and have a team of
specialists in the US, with private
client offices in New York, Miami,
Delaware and South Dakota.
We serve high-net-worth and
ultra-high-net-worth domestic
and international individuals and
families, providing a choice of
Delaware, South Dakota and
Wyoming trust services. Our
independence and experience
enable us to bring an objective
perspective to the complexities of
wealth administration.
Our bespoke solutions include
the provision of trustee services,
the formation of trusts, succession
planning, Private Office services,
tax compliance and regulatory
reporting (FATCA/CRS reporting),
accounting services, real estate
services as well as luxury asset
services (including aircraft, yachts
and art, among others).
In addition to offering traditional
domestic and international
trustee services, JTC offers
family governance services,
1031 exchange services, EB-5
trusts, escrow and RORA/Director
services, among others.
JTC IN THE USA
At JTC, we provide top-quality Delaware, South Dakota and Wyoming trust
services in the US. We are highly experienced in structuring wealth for clients
who are based in the US, as well as for those with international cross-border
needs. We also provide services from our international offices, including those
in the Cayman Islands, the BVI and the Bahamas.
JTC is the only trust company in the US with state charters in both Delaware
and South Dakota, which are the premier and most forward-looking trust
jurisdictions, with over 180 private client specialists in the US alone and 630
world-wide.
TRUST TYPES AND OFFERING
• Revocable Trusts • Irrevocable Trusts • International Trustee Services–
including cross-border planning for both US and foreign citizens • DE &
SD Asset Protection, Directed and Dynasty Trusts • Discretionary Trusts
• Charitable Trusts and Foundations • Non-Profit, Endowments and
Foundations • Escrow Accounts • EB-5 Trusts • 1031 Exchange Funds •
RORA/Director Services • Wyoming Private Trust Company Services
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
RETIREMENT ASSET
ESTATE PLANNING
CROSS-BORDER ESTATE
PLANNING
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR
BLENDED FAMILIES
SUSTAINABLE ESTATE
PLANNING
New business contacts:
Jim Paladino and Matt Tobin
Co-Regional Heads – USA –
Private Client Service
Phone: (212) 642-8377 (Jim);
(605) 271-5028 (Matt)
Email:
Jim.Paladino@jtcgroup.com;
Matt.Tobin@jtcgroup.com
Website: Jim Paladino | JTC
Group;
Matt Tobin | JTC Group
CONTACT
States chartered/licensed in:
Delaware (x1) / South Dakota
(x2) + international licenses
Average account size:
$25,000,000
Total assets (AUA): Over
$410 billion worldwide
Custodians supported: UBS,
Fidelity, First Clearing, JP
Morgan, Pershing, Raymond
James, RBC, Stifel, TD
Ameritrade, US Bank, Wells
Fargo, Charles Schwab,
Goldman Sacks, Merrill
Lynch, Morgan Stanley
Number of relationships
with advisors: +5,000
Fees
Annual minimum fee:
Directed $8,500; Delegated/
Discretionary $12,000
Fee scale (directed trust and
delegated trust services):
We offer fair and transparent
pricing, which we discuss
with clients or their advisors
individually.
Number of in-house
experts: 180 in the US, over
630 worldwide within Private
Client Services
Trust accounting system:
FIS–Charlotte
Supports directed trusts: Yes
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
FOUNDATIONAL ESTATE
PLANNING
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
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Supports delegated trusts: Yes
Typical timeframe for
acceptance of new trust:
5–10 business days
Marketing support includes:
Client presentations, client
meetings, client materials,
factsheets, online/face-toface training sessions
Disclaimer: JTC Group does
not provide legal, tax or investment advice, and no information provided by JTC Group
should be construed as such.
